Can I delete unwanted credit card transactions?

[Michael1977]

Our company went live on May 1st, and when I assigned the cards to the user accounts, it started pulling in transactions from April.

I would like to delete these, is this possible?

Thanks,

Mike L.

[KevinD]

@Michael1977 you have a couple of options to get these transactions to disappear from users' Available Expenses:

1. Turn on the option to allow users to delete transactions. This is the quickest method, but riskiest. You run the risk of users deleting transactions that need to be submitted. You provide them details on which transactions to delete, but you'll likely get some users who delete ones they shouldn't. However, you can always re-release these transactions to them.

2. You can Hide the transactions from users. However, this is done one user at a time.

I would recommend changing the setting that tells the system how far to go back and pull in transactions. I believe the default is 60 or 90 days. This is found on the Company Card screen, on the Settings tab. You can also see this option when assigning a card. See screenshot.

[Michael1977]

I do not see that option on my screen, thanks!